Florida Financial Advisors’s Elevance Health ELV Stock Holding History

Florida Financial Advisors’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Buy	+644	New	+$239K	0.04%	313
2026 Q1	–	Sell	-599	Closed	-$210K	–	323
2025 Q4	$210K	Buy	+599	New	+$202K	0.06%	265
2025 Q3	–	Sell	-580	Closed	-$225K	–	272
2025 Q2	$225K	Sell	580 -164	-22%	-$66K	0.07%	244
2025 Q1	$324K	Buy	744 +38	+5%	+$15.3K	0.13%	164
2024 Q4	$261K	Sell	706 -55	-7%	-$23K	0.12%	155
2024 Q3	$396K	Buy	761 +173	+29%	+$92.4K	0.2%	95
2024 Q2	$319K	Buy	588 +22	+4%	+$11.6K	0.19%	91
2024 Q1	$293K	Buy	+566	New	+$281K	0.22%	85

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Florida Financial Advisors's ELV Position: Q2 2026 in Review

Florida Financial Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 644 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #313 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in ELV as recently as Q4 2025.

Florida Financial Advisors first reported a position in ELV in Q1 2024 and has held it in 8 quarters since. The position peaked at $396K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Florida Financial Advisors held 644 shares of Elevance Health worth $249K as of Q2 2026.
Elevance Health was a new Florida Financial Advisors position in Q2 2026.
Elevance Health made up 0.04% of Florida Financial Advisors's portfolio in Q2 2026, its #313 holding.
Florida Financial Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 8 quarters since.
Florida Financial Advisors's Elevance Health position peaked at $396K in Q3 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.